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NewEdge Wealth’s White Mountains Insurance WTM Stock Holding History

NewEdge Wealth’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
104
-1
-1% -$2.14K ﹤0.01% 1160
2026
Q1 		$231K Sell
105
-17
-14% -$36.4K ﹤0.01% 1042
2025
Q4 		$254K Buy
122
+5
+4% +$9.78K ﹤0.01% 1084
2025
Q3 		$222K Buy
+117
New +$209K ﹤0.01% 959

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

NewEdge Wealth's WTM Position: Q2 2026 in Review

NewEdge Wealth reduced its White Mountains Insurance (WTM) stake by 0.95% in Q2 2026, selling an estimated $2.14K and leaving 104 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

NewEdge Wealth first reported a position in WTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $254K in Q4 2025. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • NewEdge Wealth held 104 shares of White Mountains Insurance worth $216K as of Q2 2026.
  • NewEdge Wealth sold 1 White Mountains Insurance share in Q2 2026, an estimated $2.14K.
  • White Mountains Insurance made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1160 holding.
  • NewEdge Wealth first reported a position in White Mountains Insurance in Q3 2025 and has held it in 4 quarters since.
  • NewEdge Wealth's White Mountains Insurance position peaked at $254K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.